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Journey Strategic Wealth’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Journey Strategic Wealth’s Portfolio QEFA Stock Details QEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28M Sell
24,422
-390
-2% -$37K 0.06% 97
2025
Q4 		$2.25M Sell
24,812
-5,792
-19% -$515K 0.06% 92
2025
Q3 		$2.69M Sell
30,604
-305
-1% -$26.3K 0.08% 72
2025
Q2 		$2.64M Sell
30,909
-10
-0% -$821 0.09% 71
2025
Q1 		$2.44M Buy
30,919
+384
+1% +$29.7K 0.09% 68
2024
Q4 		$2.21M Buy
30,535
+1,045
+4% +$79.7K 0.08% 68
2024
Q3 		$2.37M Buy
29,490
+2,378
+9% +$184K 0.09% 58
2024
Q2 		$2.03M Buy
27,112
+35
+0.1% +$2.64K 0.09% 48
2024
Q1 		$2.06M Buy
27,077
+1,858
+7% +$137K 0.09% 44
2023
Q4 		$1.84M Buy
25,219
+3,826
+18% +$263K 0.09% 41
2023
Q3 		$1.43M Buy
21,393
+2,063
+11% +$143K 0.07% 44
2023
Q2 		$1.35M Buy
19,330
+1,251
+7% +$87.9K 0.06% 47
2023
Q1 		$1.25M Buy
18,079
+318
+2% +$21.5K 0.13% 47
2022
Q4 		$1.14M Buy
17,761
+11,749
+195% +$723K 0.13% 54
2022
Q3 		$336K Sell
6,012
-8,009
-57% -$495K 0.05% 93
2022
Q2 		$869K Sell
14,021
-23,156
-62% -$1.55M 0.12% 44
2022
Q1 		$2.16M Buy
+37,177
New +$2.72M 0.24% 14

Other funds holding QEFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Journey Strategic Wealth's QEFA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) stake by 1.6% in Q1 2026, selling an estimated $37K and leaving 24,422 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #97.

Journey Strategic Wealth first reported a position in QEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.69M in Q3 2025. 145 funds tracked by Wall St. Rank hold QEFA as of Q1 2026.

  • Journey Strategic Wealth held 24,422 shares of State Street SPDR MSCI EAFE StrategicFactors ETF worth $2.28M as of Q1 2026.
  • Journey Strategic Wealth sold 390 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2026, an estimated $37K.
  • State Street SPDR MSCI EAFE StrategicFactors ETF made up 0.06% of Journey Strategic Wealth's portfolio in Q1 2026, its #97 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q1 2022 and has held it in 17 quarters since.
  • Journey Strategic Wealth's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $2.69M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.